From RNP To RQI: Reviewing Our Best Trade Idea For REIT Funds

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields. Our performance relative to a 60:40 benchmark, can be seen below.Relative value is something we stress all the time in a market with a paucity of opportunities. Within the REIT space, we generally avoid CEFs as the lever ...